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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,708 | $81,476+54.3% | $102,383+22.8% | $80,925+55.3% |
| Participation rate | 86.4% | 66.8%+19.5pp | 74.5%+11.9pp | 67.7%+18.7pp |
| Annual return | 6.89% | 25.59%-18.7pp | 24.94%-18.0pp | 35.65%-28.8pp |
| Employer contribution / active EE | $15,954 | $3,105+413.9% | $3,870+312.2% | $2,756+478.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,699 | $6,717-0.3% | $8,391-20.2% | $6,940-3.5% |